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J. MARK NICKELL & CO.

BRENTWOOD, TN · CRD 111635 · IAPD ↗ · jmarknickell.com · 615-371-6622

$146.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — J. MARK NICKELL & CO. reported RAUM up 27% ($115.4M -> $146.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — J. MARK NICKELL & CO. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.